Live transactions demand speed without sacrificing rigor. Valorega delivers accurate comps and precedents, targeted buyer lists and profiles, and on-brand pitch and CIM pages at deal pace. By taking on the analytics and production lift, we free your bankers to focus on narrative, negotiation, and client impact.
Business Challenges We Solve
- Transaction-Driven Surges — Live deals create unpredictable workloads that strain internal bandwidth.
- Credibility at Risk — Inconsistent comp sets and precedent screens weaken valuation narratives and client trust.
- Slow Buyer Intelligence — Time-intensive research and profiling delay outreach and competitive positioning.
- Production Bottlenecks — Pitch and CIM pages often require heavy cleanup before they are client-ready, slowing time-to-market.
Key Components
1
Trading comps and precedent transactions
2
Model packages
3-statement model with drivers, DCF, SOTP; trading comps & precedents; football fields
3
Buyer lists and one-page profiles (strategic fit, rationale)
4
Pitchbook pages
Market maps, positioning, process timelines
5
CIM sections
Company overview, industry landscape, financials/KPIs, etc.
6
Valuation summaries and football-field exhibits
Our Proven Engagement Process
1
Discovery & Assessment
Deal context, criteria, style guide
2
Solution Design & Onboarding
Templates, layouts, workflow
3
Execution & Optimization
Data build, exhibits, pages; tracked changes
4
Reporting & Governance
Milestone check-ins, version control, change log
Who We Serve
- Investment banks
- Advisory firms and independents
- Research boutiques that support transaction work
Why Choose Valorega
- Defendable Valuations — Comps and precedents built on documented screening criteria that withstand client and IC scrutiny.
- Targeted Buyer Intelligence — Lists and profiles grounded in strategic rationale, enabling sharper positioning and outreach.
- On-Brand Deal Collateral — Pitch and CIM sections produced in your visual system, ready for client review without rework.
- Deal-Pace Delivery — Outputs aligned to transaction milestones, ensuring bankers have what they need, when they need it.
FAQs
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How do you build and defend comp/precedent sets?
We document screening criteria and sources; outliers are flagged and explained.
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Will pages match our brand?
Yes—templates, grids, fonts, color specs, and footers are mirrored.
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Turnaround for a comp set and initial pages?
Often within 24–48 hours, depending on scope and data availability.
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Do you support management presentations?
Yes—tailored pages, KPI exhibits, and speaker-note handouts.
